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Create a Course and Course Offer

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated yesterday

Before You Dive In

This article is one step from our Master Help Guide: All About Courses. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Build a new online course

  • Upload lessons, videos, and files for your students

  • Organise your material into categories/modules

  • Customise the look and feel of your course portal

  • Create an offer for your course, so people can access it

  • Control course access dates (e.g. start immediately, or drip access later)

Step 1: Create a New Course Portal and Offer

The first step is to create a new course portal and course offer. A course portal is also known as 'course product' inside of Ivorey™. Not to be confused with a product you accept payments for - a course product is essentially an individual portal that will house all of your course lessons and material.
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Click here for the written steps

  1. To create a new course portal, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click [Products]
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  2. Click on the [+ Create New] button on the top right-hand corner of your screen > then select [Start From Scratch]

  3. Type in your [Course Title] and [Course Description] (these can be edited later) > and click [Upload Thumbnail] to move to the next step
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  4. Upload your [Course Thumbnail] image (the recommended dimensions are: 1280x720) > and click [Set Up Pricing] to move to the next step
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  5. Select your preferred [Pricing Plan]
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    1. Free: if you want to offer this course for free, as a lead magnet, or if you plan to use a Sales Funnel to sell your course
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    2. Recurring: if you want to offer this course at one fixed price, but on a subscription basis or allowing payment plans, and you plan to use a simple Course Offer Checkout to sell your course
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    3. One Time: if you want to offer this course at a once-off fixed price, and you plan to use a simple Course Offer Checkout to sell your course
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  6. Select your [Billing Period] (if recurring) > fill in your [Price] amount > and number of [Trial Days] (optional)
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  7. Click [Create Course] to move to the next step
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Step 2: Create Your Course Lesson Structure

The next step is to build out your course structure, including modules, sub-modules and lessons, so your students can easily navigate the material.

Click here for the written steps

  1. Begin building out the overall structure of your course
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    1. To create a new Welcome Badge (optional), click the [Add Content] button on the top right-hand corner of your screen > and click [Add Welcome Badge]. Select a badge design > and click [Apply]
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    2. To create a new Module, click the [Add Content] button on the top right-hand corner of your screen > and click [Add Module]. Give your module a name > and click [Create Module]. Click the ✏ pencil icon to edit your new module, to give your module a description (optional) and upload a module thumbnail (recommended)
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    3. To create a new Sub-module, click the [Add Content] button to the right of the module you would like to nest it under. Give your sub-module a name and ensure the Parent Module is correct. If it's incorrect, hit the [X] button at the top right-hand corner, and repeat this step. When you're ready, click [Create Sub-module]. Click the ✏ pencil icon to edit your new sub-module, to give your sub-module a description (optional) and upload a sub-module thumbnail (recommended)
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    4. To create a new Lesson, click the [Add Content] button to the right of the module or sub-module you would like to nest it under. Give your lesson a title and ensure the parent Module or Sub-module is correct. If it's incorrect, hit the [X] button at the top right-hand corner, and repeat this step. When you're ready, click [Create Lesson]
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    5. To create a new Quiz, click the [Add Content] button to the right of the module or sub-module you would like to nest it under. Give your quiz a title and ensure the parent Module or Sub-module is correct. If it's incorrect, hit the [X] button at the top right-hand corner, and repeat this step. When you're ready, click [Create Quiz]
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    6. To create a new Assignment, click the [Add Content] button to the right of the module or sub-module you would like to nest it under. Give your assignment a title and ensure the parent Module or Sub-module is correct. If it's incorrect, hit the [X] button at the top right-hand corner, and repeat this step. When you're ready, click [Create Assignment]
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    7. To create a new Credential (or certificate), click the [Add Content] button at the top right-hand corner of your screen > and click [Add Credential]. Select a certificate or badge design > and click [Apply]
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  2. You can rearrange the order of modules and lessons if needed. To do this click and hold the six dots (⋮⋮) to the left of a module or lesson, and drag it into the correct placement
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  3. Once you have finished building out the structure of your course, you can then decide how each each module and sub-module will be delivered to your members. To the right of your first module, click the [Draft] drop-down menu > and select from the following:
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    1. Draft: this means your members won't be able to see this module while in draft mode
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    2. Published: this means that your members will have instant access to this module as soon as they login/access the course
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    3. Drip: this means that this module will become available to your members on a specified date or number of days after they gain access to your course (e.g. you might give a member instant access to your first module, but then drip release the second module 7 days after joining)
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    4. Locked: this means that the module will stay locked (visible but not accessible) until either a selected lesson, module, or both is completed

Step 3: Upload Your Course Content

Inside your course, you can upload video, audio, PDF's and add text to any of your lessons. This is the content that will be available for your students to engage with, and download if you wish.

Click here for the written steps

  1. Click the ✏ pencil icon to the right of your first lesson, to open the lesson builder
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  2. Inside a lesson you can:
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    1. Upload video/audio content: a video file needs to be less than 5GB and the recommended size ratio for your video content is 16:9. An audio file needs to be less than 2GB. You can choose to:
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      1. Upload from Device: upload the video/audio file from your computer directly, this file will then be hosted and stored in your Ivorey media library
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      2. Import from Link: add the file link to a video/audio file that is stored in an external location (e.g. your Google Drive), this file will then be imported to your Ivorey media library
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      3. Embed from URL: add the embed link to a video/audio file that is hosted on an external platform (e.g. YouTube), this file will then continue to be hosted externally, but your students will be able to watch/listen to it from within your course
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    2. Edit your Lesson Name
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    3. Add written content: in the description box you can add any text you want your members to read inside your lesson. You can format it using the formatting options along the top menu bar, as well as embed media from external sources, upload images, and use custom values
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    4. Upload a Lesson Thumbnail: this will be the 'cover image' for your lesson, the recommended dimensions are 1280x720
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    5. Upload a Media Thumbnail: if you are uploading video/audio content, you have the option to create a 'cover image' for your video/audio file. You can either upload an image, or click [Set this frame as media thumbnail] to select a specific frame as the cover image (make sure you're already paused at the frame you want to use)
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    6. Upload Downloadable Resources: upload any additional videos/audios, documents, PDF's or files you want to give your members access to. The maximum file size is 5GB
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  3. Make sure you are clicking the [Save] button regularly so your content is saved, and when you have finished uploading your content in the first lesson, continue moving through the remaining lessons. You can preview each lesson as you go, by clicking the [Preview] button
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  4. Inside a quiz you can:
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    1. Edit your Quiz Name
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    2. Add Questions:
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      1. Click the [+Add Question] button > then click the [>] arrow next to your new question > type in your question text
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      2. Select whether this question is single or multiple choice. If single choice, your students will only be able to select one option as their answer. If multiple choice, your students will be able to select multiple options as their answer.
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      3. Add as many answer options as you like > fill in the option text underneath each option > then click the [Mark the Correct Answer(s)] button at the bottom and select the correct answer(s)

      4. Provide an explanation about the correct answer(s), or click [Remove] if you don't want an explanation
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    3. Upload a Quiz Thumbnail: this will be the 'cover image' for your quiz, the recommended dimensions are 1280x720
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    4. Select whether your quiz requires a passing grade
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    5. Add a Completion Message
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  5. Inside an assignment you can:
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    1. Edit your Assignment Name
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    2. Add Instructions
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    3. Upload Assessment Material: such as a PDF, document or spreadsheet, the maximum file size is 5GB
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    4. Upload an Assignment Thumbnail: this will be the 'cover image' for your assignment, the recommended dimensions are 1280x720
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    5. Select whether your this is an Ungraded Assessment: if this box is left unticked, your assignment will automatically be graded, tick this box if this assignment does NOT need to be graded.
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    6. Add a Completion Message
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Generating Shareable Links for Media Files

To share or integrate media files like PDFs, audio, or videos stored in the IVOREY media library, follow these steps:

  1. Upload the file to your Ivorey media library
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  2. Click the three dots (⋮) next to your file > and select [Get link] to generate the file's shareable URL

This URL can be easily shared or used to seamlessly integrate the media into other platforms.

Step 4: Customise Your Course Portal Branding

Now it's time to customise your course portal to reflect your brand's unique style and aesthetic.

Note: If you have already created a custom course template and want to apply it to your new course, please refer to our Apply a Custom Course Theme Template to an Existing Course guide for the detailed steps.

Click here for the written steps

  1. To customise your course portal, or to create a custom theme template that you can apply to future courses, click the [Customize] tab on the left-hand side > and click the [Browse Templates] button at the top right of your screen
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  2. Here you can choose from four different theme types, click the [👁] icon to the right of each theme to preview. We recommend the Neo Classic Theme, for the most customisation, and this is the only theme that allows you to create a template.
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  3. Click [Apply] on the theme of your choice. If you would like to make a custom template that you can apply to future courses, click the [Create Template] button on the Neo Classic Theme option.
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    ​Note: If you choose to create a template, we recommend using placeholder text, images, etc. in the following steps. You can then apply this template to future courses, and customise specifically for each course as needed, once applied.
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  4. At the top left of your screen, you will see [Pages:] with a drop-down menu where you can select:
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    1. The 'Product' page - this is where you will customise the overall brand settings for your course portal
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    2. The 'Lesson' page - this is where each section of the course portal can be clicked on to customise your fonts, brand colours, and imagery
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  5. We recommend you start with the Product page, and make your way through each drop down inside the Layout, Header, Hero, Body, and Sidebar tabs on the left-hand side. Once you have finished customising the course Product page, click the [Save and Apply] button at the top right corner of your screen
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  6. Click the drop-down menu next to [Pages:] at the top left > and select [Lesson]. Make your way through each of the drop downs inside the Layout, Breadcrumb, Player, Body, Comments, and Sidebar tabs on the left-hand side. Once you have finished customising the course Lesson page, click the [Save and Apply] button at the top right corner of your screen
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  7. Click the [Preview] button at the top right corner of your screen, to preview how your course portal is looking. When you have customised your course portal to your desired aesthetic, click the [Save and Apply] button at the top right corner of your screen > then click the [←Back] button at the top left corner of your screen
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  8. Here you will see your customised theme under [Current Theme]. If you want to make further edits at any time, you can click the [Customise] button here.
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  9. If you chose to create a new template, you will see your template displayed under [My Templates], for you to make use of for future courses. To make further customisations specifically for this course, you can now click the [Customise] button under your [Current Theme] (this will only make changes for this course specifically). To edit your saved theme template, go to your template under [My Templates] > and click the [Customise] button there (this will edit the template directly, and affect any current or future course that uses this template)

White-Label Your Own Branded App

You can create your own branded mobile app for your courses, communities, and client portal! Please refer to our Kollab™ App For Courses, Communities and Client Portal On Mobile guide for detailed steps, and to understand the additional charges.

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Courses to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Frequently Asked Questions

Will my existing members be affected if I change my course content to drip feed?


No, your existing members will not be affected if you change your course content to drip feed, they will still be able to access the content that is available to them. The new drip feed settings will only apply to new members.

How can I manage media files effectively?

Managing media files in Ivorey efficiently is essential for organised content delivery. Here are some best practices:

  • Regularly review and update media files to ensure they are relevant

  • Use descriptive file names for easy identification

  • Structure modules, sub-modules, and lessons logically to help students follow the learning path better
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Can I set up courses with multiple instructors?


Currently, Ivorey’s course builder only supports one instructor profile per course, but you can still feature multiple collaborators in several effective ways:

  1. Shared instructor bio
    Use a group photo or brand image for the instructor profile and include a combined bio that highlights each instructor by name and expertise
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  2. Course description
    Introduce all instructors inside the course description using photos, names, and role summaries so students meet the full team before enrolling
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  3. Intro or welcome lesson
    Add a dedicated “Meet Your Instructors” lesson with video or text to showcase each collaborator and outline their teaching roles
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  4. Module or category intros
    If each instructor leads different parts of the course, add their name and a short intro in the corresponding module or category description. This keeps things clear and personalised throughout the course journey

These options allow you to feature multiple instructors clearly and professionally, even with a single instructor profile. You can use one or combine several methods depending on your course structure.

Still Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

Related Articles
All About Client Portals: A Master Help Guide
Kollab™ App For Courses, Communities and Client Portal On Mobile
Customise a Course Offer Checkout
Course Signup Workflows For Offer Checkouts
Apply a Custom Course Theme Template to an Existing Course
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